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WBC utilizes the Two Economic Powers™ approach in personal planning. This approach identifies and incorporates the foundational powers of personal finance that were always meant to work together in proper balance for efficient accumulation and distribution of money.
To help ensure you continue to achieve your goals in the next stage of your life, our personalized approach to retirement planning incorporates
- Income distribution planning
- Investment management strategies
- Social Security filing options analysis and education
- Health care planning
- Long-term care planning
- Estate planning and risk management
Estate Planning services are provided working in conjunction with your Estate Planning Attorney, Tax Attorney, and/or CPA. Consult them for specific advice on legal and tax matters.
Both credit card debt and interest rates are on the rise again – rising at record rates. How does your debt burden compare to the U.S. averages?
Money issues getting out of hand this time of year? We all need a reminder sometimes. Here's how to have a healthy relationship with money and stay in control of your personal finances.
Is your credit score good enough to lead the life you want? We explain the various credit score ranges and how to boost your financial stability.
An inverted yield curve shows that long-term interest rates are less than short-term interest rates. With an inverted yield curve, the yield decreases the further away the maturity date is.
Many economies have been hit with rising prices in the wake of the pandemic, but there are also a small number of notable outliers that have managed to keep their inflation rate down.
The world is reeling from shocks in geopolitics, energy and economics.
Personal loan interest rates are on the rise, reaching their highest rate since before the pandemic. Those with variable interest rates may have already seen their rates go up. Here's what you can expect.
Breaking up payments can make a big purchase seem cheaper, which can tempt you to overspend.
Thanksgiving is an appropriate time to discuss the “Turkey problem.” Thinking about the life experience of a Thanksgiving turkey has much to teach us about investment risk management and the automatic human response to our built-in tendency for our brains to see...
When her husband died tragically at 37, she was completely shattered. But she said there was a saving grace: life insurance.
Allison Nichol Longtin and her husband were united in their love of planning and making plans work. And yet, they didn't have a plan for the worst-case scenario. When he died, there was no will. But there was life insurance.
Everybody should have someone that helps them establish and keep good financial habits
Keep the champagne on ice for now, but the people have spoken, and the message seems clear — we’ve gotten used to expensive gas, we’ve got jobs, and we’re in the holiday shopping spirit.